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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,475 | $78,423-7.6% | $95,964-24.5% | $79,856-9.2% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 13.58% | 19.37%-5.8pp | 91.64%-78.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,047 | $1,945+56.6% | $2,541+19.9% | $2,471+23.3% |
| Participant deferral / active EE | $3,596 | $3,440+4.5% | $4,167-13.7% | $3,741-3.9% |
| Admin fee / account holder | $2,834 | $5,622-49.6% | $6,797-58.3% | $5,306-46.6% |